Lorrie,
I'm not sure about all the details your Pipeline requires, but if you're simply trying to check or uncheck a checkbox on a child record if the parent is modified, you can try this:
- Start off with a Triggered Pipeline
- Step A will be a "On New Event" trigger
- You may want to choose "On Add Record" and/or "On Modify Record" depending on your requirements
- In Step B you can add Advanced Query using a Formula Query like this for example {''10.EX.'{{a.id}}'} where 10 would be the related field in your Step B Table and a.id is your Step A record ID to ensure the child record belongs to the parent
- From there, in the For each loop of Step B, you can insert a condition where you look for the checkbox in the Step B table and check to see if it's checked or unchecked
- If the checkbox is true or checked, add an "Insert a condition" to the DO statement then add an Update Record step to uncheck the checkbox
- If the checkbox is false or unchecked, in your Else condition you can add another Update Record to check the checkbox (You don't need to add a "Insert a condition" here, just drag the Update Record step to the Else box
Hope this helps!
------------------------------AR-------------------------------------------------------------------------Original Message:Sent: 08-17-2022 14:57From: Lorrie BSubject: CHECKBOX OPTIONI am having this same issue with needing to uncheck a checkbox if it's checked in another record - since automation is no longer I'm not finding much info on how to build this in a pipeline or if it's even possible.------------------------------Lorrie B------------------------------Original Message:Sent: 12-15-2020 16:18From: Angel RodriguezSubject: CHECKBOX OPTIONThis is very much doable. You can do this via an automation like Mark and Kirk mentioned. I've been using this in an employee management app that I built recently and it has worked well so far. Let's start with your checkbox:
Once the checkbox is checked, when the record is saved, the users in your "Send To" field (List-User) can receive a message that you set in your Notifications section for that table. Let's go to the Notifications section:
You can set your notification parameters and conditions here.Once that's done, create an automation and set your trigger definitions when a user adds or modifies a record. Set your additional criteria, if necessary. Here's you will want one of the conditions to listen for a the checkbox that is checked.
Next, set your actions and filter records based on the added/modified Record ID. Set a condition to change the checkbox value to unchecked. That should work for you.
Hope that helps.------------------------------AROriginal Message:Sent: 12-14-2020 11:05From: Bruce KasenSubject: CHECKBOX OPTIONI'm using the checkbox feature to trigger an action (i.e., such as issuing an automatic Notification email).Question - once that trigger is executed (i.e., issued the automatic Notification email), can the checkbox be configured to automatically be unchecked, so that it's available for the next time a trigger action is needed?Thank you,------------------------------Bruce Kasen------------------------------